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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,023 | $209,422-58.9% | $178,503-51.8% | $158,982-45.9% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 4.79% | 188.81%-184.0pp | 151.12%-146.3pp | 302.99%-298.2pp |
| Employer contribution / active EE | $1,224 | $5,707-78.5% | $5,011-75.6% | $4,763-74.3% |
| Participant deferral / active EE | $389 | $5,955-93.5% | $5,202-92.5% | $5,983-93.5% |
| Admin fee / account holder | $353,659 | $17,079+1970.7% | $13,987+2428.5% | $11,252+3043.2% |